PIMCO Income Strategy Fund
PFL
54 hedge funds and large institutions have $30.4M invested in PIMCO Income Strategy Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
0.95% more ownership
Funds ownership: 13.06% → 14.01% (+0.95%)
0% more funds holding
Funds holding: 54 → 54 (0)
20% less capital invested
Capital invested by funds: $38.1M → $30.4M (-$7.67M)
26% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 19
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.77M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.72M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.13M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.06M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$991K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$835K |
| 2 |
LSA
Lion Street Advisors
Austin,
Texas
|
-$715K |
| 3 |
F
F3Logic
Burnsville,
Minnesota
|
-$643K |
| 4 |
WAM
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
-$603K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$402K |
PFL Hedge Fund Activity: Q1 2020 in Review
54 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in PIMCO Income Strategy Fund (PFL) for Q1 2020, worth a combined $30.4M — down 20% from $38.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PFL positions and 9 closed out — a net gain of 2 holders — while 14 added to existing stakes and 19 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.77M. The largest seller was Ameriprise, cutting an estimated $835K.
- 54 institutional investors held PIMCO Income Strategy Fund (PFL) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $30.4M of PIMCO Income Strategy Fund stock for Q1 2020, down 20% quarter-over-quarter.
- 11 funds opened new PIMCO Income Strategy Fund positions in Q1 2020 and 9 closed out, a net change of +2 holders.
- The largest PIMCO Income Strategy Fund buyer in Q1 2020 was Shaker Financial Services, an estimated $1.77M added.
- The largest PIMCO Income Strategy Fund seller in Q1 2020 was Ameriprise, an estimated $835K sold.
Based on aggregated 13F filings for Q1 2020.